HSBC Company
Industry: Financial services company
DescriptionHSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010 Headquarters: London, United Kingdom Parent organization: HSBC CEO: James Emmett (Jan 1, 2019–) Number of employees: 85,000 (including its subsidiaries) Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.
HSBC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HSBC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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16,776 HSBC employees in database. Find out everything there's to know about HSBC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
HSBC Employees
HSBC July 2014 - Present
Roche May 2013 - August 2013
HuaTai Securities Co.,Ltd. November 2011 - March 2012
Industrial and Commercial Bank of China December 2010 - February 2011
Skills
Quantitative Finance, Financial Modeling, C++, SAS, R, VBA, Derivatives, Matlab, Quantitative Analytics, Statistics, Stochastic Calculus, Fixed Income, Options, Financial Analysis, Risk Management, Bloomberg, Fashion
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2014
Master of Arts (M.A.), Mathematical Finance
East China University of Science and Technology 2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Applied Mathematics, 3.6/4.0
Morgan Stanley October 2014 - March 2015
Shine Wellness Inc. June 2014 - September 2014
Sun Life Financial August 2013 - August 2013
HSBC April 2013 - June 2013
CITIC Securities July 2012 - August 2012
Bank of Hangzhou July 2011 - July 2011
Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Analysis, Economics, Market Research
Education
Drexel University 2013 — 2015
Master's degree, Finance and Financial Management Services
Zhejiang Gongshang University 2009 — 2013
Bachelor's degree, Finance and Financial Management Services
ISA (Information Systems Architects Inc.) June 2014 - Present
Oracle June 2013 - June 2014
Softchoice January 2011 - May 2013
HSBC June 2008 - July 2010
Skills
Solution Selling, New Business Development, Cold Calling, Sales, Strategic Partnerships, Cloud Computing, SaaS, Endpoint Security, Datacenter Security, Network Security, Web Filtering, Advanced Malware, NGFW, SIEM, UTM, Mobile Security, Encryption, IPS, McAfee, Next Generation Firewall, Storage Solutions, Sales Operations, Virtualization, Financial Analysis, Account Management, Microsoft CRM, Salesforce.com, Microsoft Licensing, Professional Services, Credit Analysis, Credit, Competitive Analysis, Enterprise Software, Hunting, Online Backup, IT Asset Management, VoIP, Legal Technology, Load Balancing, VDI, Mortgage Lending, Consumer Lending, Database Security, Oracle RAC, GoldenGate, ODI, Oracle Fusion Middleware, Identity Management
Education
Durham College 2005 — 2008
Advanced Dipolma, Business Admin - Marketing
George Brown College 2002 — 2005
Computer Systems Technician
Direct ChassisLink Inc. June 2015 - Present
Pivot Capital November 2013 - March 2014
HSBC July 2013 - August 2013
Deloitte March 2013 - June 2013
Cargill July 2011 - August 2011
Skills
Quantitative Analytics, Mandarin, Chinese, Market Research, Data Analysis, Research, English, Microsoft Office, Financial Accounting, Economics, Statistics, PowerPoint, Management Consulting, Financial Modeling, SPSS, Corporate Finance, Investments, Strategic Consulting, Marketing, Business Communications, Corporate Social..., Stata, Matlab, Capital Markets, Strategic Planning, Information Systems, Public Relations, Operations Research, VBA, Bloomberg Terminal, cystallball, Capital IQ
Education
Duke University - The Fuqua School of Business 2014 — 2015
Master's Degree, Business Administration and Management, General, 3.73/4.00
Fudan University 2009 — 2014
Bachelor's Degree, Finance and Financial Management Services
Schulich School of Business 2012 — 2012
Finance and Financial Management Services
Wallkill Valley Federal Savings and Loan January 2011 - Present
Ulster County Government January 2010 - Present
Sawyer Savings Bank October 2006 - December 2010
Key Bank 2002 - 2006
HSBC 1998 - 2002
Central Hudson Gas & Electric 1988 - 1998
Skills
Branch Management, Commercial Banking, Loans, Small Business Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Credit, Banking, Leadership, Retail Banking, Investments, Mortgage Lending, Cash Management, Customer Service, Credit Analysis, Portfolio Management, Sales Management, Wealth Management, Small Business, Underwriting, Relationship Management, Financial Services, Commercial Mortgages, Credit Unions, Financial Analysis, Financial Risk, FHA, Strategic Financial..., Insurance, Risk Management, Asset Management, Series 63, Capital Markets, Merchant Services, SBA, Life Insurance, Loan Origination, Cross Selling, Retirement, Deposits, Asset Based Lending, Treasury Management, Mortgage Banking, Financial Planning
Education
Dutchess Community College 1986 — 1988
AAS, Accounting
HSBC July 2014 - August 2014
Samil Pharmaceutical December 2011 - June 2013
ViroMed May 2008 - May 2011
Taekwang July 2005 - December 2007
Skills
Operations Management, Supply Chain Management, Project Management, Process Improvement, Business Development, Problem Solving, PowerPoint, Korean, Microsoft Excel, Optimization, Simulations, Business Strategy, Strategic Planning, Procurement, Contract Negotiation, Data Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Licensing, Windows, Corporate Communications, English, Change Management, Leadership, International Trade, Pharmaceutical Industry, Vendor Management, Materials Management
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Drexel University 1995 — 2001
Bachelor's Degree
Deloitte - Forensic and Dispute Services September 2014 - March 2015
HSBC Commercial Banking November 2009 - May 2011
HSBC July 2009 - September 2009
Skills
Teamwork, Time Management, Microsoft Office, Corporate Finance, Customer Service, Analysis, Research, Management, Team Leadership, Microsoft Excel, PowerPoint, English language skills, Group Work, General Commercial..., Access, Leadership, Accounting, Microsoft Word, Communication, Financial Analysis, Typing, Mathlab, Social Media, Negotiation, Banking Capital Planning, Strategic..., Project Evaluations, Negotiations, Departments &..., Solution Management, Solid Communication, Executive Presentations...
Education
Drexel University Philadelphia, PA 2012 — 2016
Bachelor of Science, Business Administration Double Major: Accounting and Finance
University of Tennessee-Knoxvill -ELI 2011 — 2011
English as a Second Language, English Language
Institute of Public Administration Riyadh, Saudi Arabia 2007 — 2009
Associate's degree, Major: Business Banking, GPA: 3.92
RBC Wealth Management - PH&N Investment Counsel 2012 - Present
UBS Wealth Management 2010 - 2012
HSBC 1999 - 2010
Education
East China Normal University
Bachelor of Arts (B.A.)
The University of British Columbia
Master of Business Administration (MBA), Finance, General
AxiomSL June 2014 - Present
Idols Advisory Group January 2014 - February 2014
FXCM July 2013 - August 2013
HSBC January 2011 - March 2011
Skills
VBA, C++, SPSS, AMOS, Matlab, SAS, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Python, SQL, DATABASE, Risk Management, Project Management, Market Research, Social Media Marketing, Financial Risk, Quantitative Finance, Business Process..., Fixed Income, Databases, Marketing Research, Business Analysis, Analysis, Finance, Quantitative Research, Social Networking, Options, Derivatives, Social Entrepreneurship, Financial Modeling
Education
Rutgers Business School 2012 — 2014
Master of Science Degree, Quantitative Finance, 3.74/4.0
Fayetteville State University 2011 — 2012
Bachelor's Degree, Mathematics, 4.0/4.0
East China University of Science and Technology 2008 — 2012
Bachelor's Degree, Mathematics and Applied Mathematics; Minor in Finance, 3.5/4.0
BlackRock July 2013 - Present
SEI September 2012 - December 2012
Deutsche Bank June 2012 - September 2012
HSBC August 2010 - September 2010
M Media Group July 2009 - September 2009
Skills
Risk Management, Investments, Capital Markets, Economics, R, Mergers & Acquisitions, Emerging Markets, Valuation, Financial Modeling, SQL, C++, C, Bloomberg Terminal, Banking, English, Mandarin, Cantonese, Shanghainese
Education
Drexel University 2011 — 2013
Master, Finance
Fudan University 2007 — 2011
Bachelor, Computer Science
EY November 2013 - Present
Global China Connection September 2011 - Present
Drexel Women in Business September 2010 - Present
Guotai Asset Management Co., January 2012 - March 2012
CITIC Securities International September 2011 - December 2011
CITIC Securities September 2011 - November 2011
Global China Connection September 2010 - September 2011
HSBC July 2010 - August 2010
China Construction Bank June 2009 - September 2009
Education
Drexel University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Economics
DeWinter Group February 2008 - Present
Robert Half International September 1998 - January 2008
Sanwa Bank 1990 - 1991
HSBC 1989 - 1990
Union Bank 1986 - 1989
AFCR 1980 - 1985
Skills
Recruiting, Management, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Financial Analysis
Education
University of California, Berkeley, Haas School of Business 1984 — 1986
MBA (incomplete)
Stanford University 1976 — 1980
M.A.
Duke University 1972 — 1976
B.A.
TDC Pacific Properties, Inc April 2013 - Present
HSBC March 2005 - April 2009
Skills
Customer Service, Sales, PowerPoint, Banking, Negotiation, Social Media, Financial Analysis, Insurance, Team Building, Microsoft Office, Operational Excellence, Real Estate Financing, Loan Servicing, Administrative...
Education
Manual Arts High School 1997 — 2001
HS Diploma w/honors, High School Diploma
East Los Angeles College
Social Work
Santa Monica College
TDC Pacific Properties, Inc April 2013 - Present
HSBC March 2005 - April 2009
Skills
Real Estate, Real Estate Transactions, Property, Administrative..., Office Management, Spreadsheets, Office Administration, Administrative Work, Filing, Administration, Accounts Payable, Accounts Receivable, Microsoft Office
Education
Manual Arts High School 1997 — 2001
High School Diploma, Honor Clases
East Los Angeles College
social work
Santa Monica College
HSBC 2010 - 2011
HSBC 2005 - 2010
Zyman Group 2003 - 2005
Cook Consulting 2002 - 2003
Booz Allen Hamilton 1998 - 2002
Alex. Brown & Sons 1994 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
MBA, Business Administration and Management, General
University of Pennsylvania 1990 — 1994
BA, Economics & HIstory
Salesforce February 2015 - Present
QL2 Software December 2013 - February 2015
Speak EZ January 2013 - October 2013
Dun & Bradstreet February 2011 - January 2013
Equifax June 2009 - March 2011
Equifax February 2007 - June 2009
HSBC October 2003 - January 2007
Skills
Cold Calling, Solution Selling, Account Management, Customer Retention, Sales Operations, Strategic Planning, Customer Service, Risk Management, Customer Satisfaction, Salesforce.com, Lead Generation, CRM, Relationship Management, Call Center, B2B, New Business Development, Business Development, Analytics, Sales Management, Sales, Outside Sales, Contract Negotiation, Contract Management, Strategy, Management, Program Management, Leadership, Team Building, Competitive Analysis, Direct Sales, Business Analysis, Forecasting, Sales Process, Selling, Credit, Team Leadership, Marketing Strategy, Process Improvement, Marketing, Business Strategy, Negotiation, Key Account Management, SaaS, Team Management, Product Management, Vendor Management, Cross-functional Team..., Business Planning, Market Research, Coaching
Education
Earlham College 1999 — 2003
Bachelors, Business Management and Non-Profit
HSBC October 2014 - Present
RBS Citizens June 2013 - October 2014
Fly Me To The Moon Bounce May 2010 - June 2013
US Treasury September 2012 - May 2013
Southern Tide August 2011 - January 2013
UBS Investment Bank April 2012 - August 2012
The Leukemia & Lymphoma Society March 2012 - May 2012
Arlington Public Schools June 2007 - May 2012
Skills
Financial Analysis, Leadership, Analysis, Microsoft Office, Finance, Microsoft Word, Research, Event Planning, Nonprofits, Team Leadership, Economics, Investments, Customer Service, Fundraising, Teamwork, Stock Market Analysis, Social Media, Bloomberg, Quantitative Analytics, Banking, Morningstar, Regression Analysis, Regression Models, Linear Regression, Qualitative Research, Quantitative Research, Commercial Lending, Financial Modeling, Non-profits, India, Administrative..., Bond Analysis, Writing, Notary Public, Structured Finance
Education
The Johns Hopkins University - Carey Business School 2014 — 2016
Master of Science (MS), Finance
Marymount University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance
East Carolina University
Robert Half Finance & Accounting September 2014 - Present
Accountemps November 2013 - August 2014
Robert Half International April 2013 - November 2013
Robert Half September 2010 - April 2013
Robert Half December 2007 - August 2010
HSBC March 2007 - November 2007
Cintas September 2004 - March 2007
Cintas September 2003 - September 2004
Skills
Recruiting, Human Resources, Staffing Services, Temporary Staffing, Business Development, Employee Benefits, Talent Acquisition, Payroll, Acquisitions, Management, College Recruiting, Leadership Development, Succession Planning, Account Management, Accounting, Sales, Sales Presentations, Employee Training, Retention Strategies, Project Management, Office Management, Human Capital, Operations Management, Direct Sales, Contract Recruitment, Internet Recruiting, Technical Recruiting, Applicant Tracking..., Temporary Placement
Education
Duke University 1998 — 2002
Bachelor of Arts (BA), History
Brother Rice High School 1994 — 1998
HSBC October 2013 - Present
KPMG December 2006 - October 2013
Avaya December 2003 - May 2006
Samsung 2006 - 2006
JP Morgan Chase 1997 - 2000
Broadview Associates 1995 - 1997
Merrill Lynch 1993 - 1995
Skills
Talent Acquisition, Hiring, Executive Search, College Recruiting, Applicant Tracking..., Sourcing, Interviewing, Recruiting, Talent Management, Interviews, Human Resources, Contract Recruitment, Vendor Management, Internet Recruiting, Succession Planning, Sales, Leadership, Onboarding, Temporary Placement, Organizational..., Training, Workforce Planning, Performance Management, Technical Recruiting, Marketing, Employer Branding, Deferred Compensation, Benefits Negotiation, Resume Writing, Career Development, Screening Resumes, Employee Training
Education
Drexel University - LeBow College of Business 1990 — 1992
B.S.
Ramsey High School
Anholt Technologies January 2014 - Present
MedPlast Inc. February 2013 - January 2014
Westcode Inc August 2012 - March 2013
Anholt Technoligies, Inc June 2007 - July 2012
David's Bridal December 2004 - February 2009
HSBC December 2005 - June 2007
Phladelphia Sports Club March 2002 - April 2004
Aldi, Inc June 1999 - May 2003
Skills
Fork Truck Operator, CPR and First Aide..., Negotiation, Customer Service, Lean Manufacturing, Invoicing, Manufacturing, Logistics, Sales, 5S, Medical Devices, Process Scheduler, ISO 13485, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Inventory Management, Leadership, Process Improvement, Procurement, Purchasing, Supply Chain, Supply Chain Management, Team Leadership, Transportation
Education
East Stroudsburg University of Pennsylvania 1997 — 2002
Bachelor's degree, Recreation and Leisure Service Mgmt
Case Western Reserve University August 2013 - Present
Case Western Reserve University August 2012 - May 2014
Volunteer Income Tax Assistance Program January 2013 - April 2013
Anhui Huapu Accounting Firm June 2011 - August 2011
HSBC December 2010 - February 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Management Accounting, Finance, US GAAP, Financial Statement..., Financial Reporting, Auditing, Accounts Receivable
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2014
Master's degree, Accounting, 3.625
East China Normal University 2008 — 2012
Bachelor's degree, Accounting, 3.68
HSBC July 2014 - Present
HSBC June 2013 - June 2014
Johnson & Johnson March 2012 - October 2012
Fannie Mae March 2011 - September 2011
Exelon March 2010 - September 2010
Merrill Lynch September 2007 - June 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Word, Variance Analysis, Financial Forecasting, Microsoft Office, Corporate Finance, Business Analysis, Finance, Strategic Financial..., Sarbanes-Oxley Act, Economics, Visio, Management, Budgets, Series 6, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science (B.S.), Finance & International Business, 5th Year (Out of 5)
Foundation for International Education - Imperial College 2011 — 2011
Finance and International Business
Academies @ Englewood 2004 — 2008
High School Diploma, Finance Academy
DTI LLC March 2014 - Present
HSBC October 2013 - March 2014
HSBC September 2013 - October 2013
Guppy Media Guppy Games February 2013 - April 2013
Chinese Student Association 2009 - 2013
Foundation of International Understanding Through Students June 2011 - June 2012
John L. Scott June 2010 - September 2010
Utopia Café February 2010 - May 2010
Skills
Marketing, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Chinese, Microsoft Word, Teamwork, Event Planning, Sales, Program Management, Multilingual, Leadership, Organization, Nonprofits, Public Speaking, Social Media, Children, Non-profits, Office Management, Problem Solving, Recruiting, Event Management, Social Media Marketing, Community Outreach, Research, Data Entry, Mandarin, Newsletters, Web Applications, YouTube, Youth Mentoring
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
Bachelor of Business Administration (BBA), Marketing
East China Normal University 2012 — 2012
Chinese Language and Literature, Marketing, 4.0
HSBC September 2014 - Present
HSBC December 2012 - September 2014
HSBC November 2011 - November 2012
Arklow Company July 2002 - May 2007
Skills
Financial Analysis, Excel, Business Analysis, Data Analysis, Market Analysis, Access, Financial Modeling, AML, Due Diligence
Education
Drexel University 2010 — 2012
Master of Business Administration, Finance
Belarusian State University Minsk 1999 — 2004
Bachelor of Science, Engineering
SunTrust Bank November 2013 - Present
Portfolio Recovery Associates, Inc. May 2012 - August 2012
West Virginia University September 2007 - December 2010
China Construction Bank May 2010 - August 2010
HSBC June 2009 - August 2009
Skills
Statistical Computing, Statistical Modeling, Data Analysis, Machine Learning, Data Mining, Survival Analysis, Risk Management, Microsoft Office, R, SAS, C/C++ STL, Visual Basic, LaTeX, SQL, MySQL, JMP, GAMS, Bloomberg, Quantitative Finance, Credit Risk, Portfolio Management, Analysis, Valuation, Derivatives, Statistics, Analytics, Quantitative Analytics, Matlab, C++, Python, Access, Econometrics, Financial Risk, Monte Carlo Simulation, Time Series Analysis, VBA
Education
Georgia Institute of Technology 2011 — 2012
Master, Quantitative and Computational Finance
West Virginia University 2008 — 2011
Master, Statistics
West Virginia University 2007 — 2008
Phd student, Chemistry
East China Normal University 2003 — 2007
Bachelor, Chemistry
HSBC October 2013 - Present
SKF July 2012 - June 2013
Softbank China Venture Capital June 2011 - August 2011
Skills
Mandarin, Chinese, Financial Accounting, Accounting, Financial Analysis, Economics, Financial Reporting, Microsoft Excel, PowerPoint, Tax, Microsoft Word, Microsoft Office, Auditing, Data Analysis, Finance, Stata, Teamwork, Research
Education
University of California, San Diego 2010 — 2012
BA, Economics
East Los Angeles College 2008 — 2010
Institute for Advanced Study June 2014 - Present
Princeton University May 2014 - Present
IBM June 2011 - February 2014
Goldman Sachs October 2012 - January 2013
Standard & Poor's March 2012 - June 2012
JPMorgan Chase October 2011 - January 2012
IBM July 2011 - August 2011
HSBC April 2011 - June 2011
Deutsche Bank November 2010 - March 2011
Pegatron March 2010 - October 2010
Skills
Music Theory, Poet, Philosophy of Language, Neuroscience, Psychology, Geometry, Algebra, Probability, Quantum Field Theory, C++, Algorithms, Machine Learning, Atmospheric Science, Materials Science, Economics, Wealth Management, Derivatives, Ratings, Investment Banking, Leveraged Finance, Partial Differential..., Pricing, Portfolio Optimization, Business Strategy, Trading, Industrial Engineering, Quality Management, Fashion
Education
New York University 2011 — 2016
Doctor of Philosophy (PhD), Mathematics
East China Normal University 2009 — 2011
MMath, Algebra
China Jiliang University 2005 — 2009
Industrial Engineering, Engineering
EY March 2015 - Present
Veldhuyzen & Associates LLC January 2014 - February 2015
Tax and Accounting Consulting June 2013 - December 2013
General Electric November 2010 - June 2012
Expo 2010 Shanghai China May 2010 - June 2010
HSBC October 2009 - March 2010
Longzhen Accounting Consulting Company October 2007 - May 2009
Skills
Financial Analysis, Financial Reporting, Accounting, Tax, Financial Accounting, Financial Modeling, Corporate Finance, Auditing, Strategic Financial..., Managerial Finance, Due Diligence, Internal Controls, Mergers, Finance, Forecasting, Cash Flow, Risk Management, Cost Accounting, Hyperion Enterprise, Process Improvement, Transfer Pricing, Financial Planning, Mergers & Acquisitions
Education
University at Albany 2012 — 2013
Master's degree, Taxation
East China University of Science and Technology 2007 — 2011
Bachelor, Financial Management
BlackRock June 2015 - Present
BlackRock February 2013 - June 2015
HSBC November 2011 - February 2013
Hamilton Lane September 2009 - March 2010
BNP Paribas Securities Services September 2008 - March 2009
Skills
Bloomberg, Financial Statement..., VBA, Due Diligence, Valuation, Financial Modeling, Equity Research, Economics, Equities, Bloomberg Terminal, Microsoft Excel, Derivatives, Fixed Income, Portfolio Management, Finance, Microsoft Office, Analysis
Education
Drexel University - College of Business and Administration 2007 — 2011
Bachelor of Science in Business Administration, Finance, Accounting
Think Finance July 2015 - Present
SilverCloud Partners January 2015 - May 2015
Georgia Institute of Technology August 2014 - December 2014
HSBC July 2011 - April 2013
Kenexa February 2011 - March 2011
Citi Data Processing October 2010 - December 2010
Skills
Microsoft Office, Data Analysis, Math and Stat Modeling, Matlab, Statistics, SAS, R, Credit Risk, Social Media, Project Management, MySQL, Regression Analysis, Design of Experiments, Google Analytics, Google Webmaster Tools, WordPress, LaTeX, C++, Linux, Minitab, SQL
Education
Georgia Institute of Technology 2013 — 2015
Master’s Degree, Statistics
East China Normal University 2007 — 2011
Bachelor's Degree, Mathematics, Top 5%
HSBC November 2012 - February 2014
BB&T November 2007 - December 2011
Community Trust Bank 2006 - 2008
PNC July 1987 - June 2001
Skills
Wealth Management, Financial Services, Investments, Strategic Financial..., Series 7, Risk Management, Finance, 401k, Employee Benefits, Banking, Estate Planning, Public Speaking, Retirement Planning, B2B, Institutional Sales, Institutional..., New Business Development, Certified Financial..., Trust Management, Investment Management, Portfolio Management, Mutual Funds, Retirement, Management, Leadership, Equities
Education
Duquesne University 2005 — 2006
CFP, Business/Managerial Economics
Mercyhurst College 1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
LogMeIn January 2015 - Present
LogMeIn April 2014 - December 2014
Forrester Research January 2012 - April 2014
Forrester Research February 2010 - January 2012
TLC Marketing October 2008 - January 2010
HSBC October 2006 - October 2008
Enterprise Rent-A-Car November 2004 - October 2006
Skills
CRM, Qualifying Prospects, Account Management, Networking, Business, Market Research, Strategy, Competitive Analysis, Lead Generation, Sales, Marketing, Salesforce.com, New Business Development, Sales Process, Direct Sales, Solution Selling, Cold Calling, Strategic Partnerships, SaaS, Business Development
Education
East Stroudsburg University of Pennsylvania 2003 — 2005
Bachelors, Communications & Business Management
Penn State University 2000 — 2003
Aperture Science, Inc 2011 - Present
Captain D's Special Projects 2010 - 2012
HSBC 1990 - 2010
Sheffield Education Authority 1984 - 1988
United Response 1982 - 1984
Skills
Design, Lighting, Web Design, Renovation, Amateur Chef, Building, Yachting, Ocean Yachtmaster, Boat Charter, Sailing Instructor, Photography, Farmer, Social Networking, Marketing, Wallpaper Hanging, Gardening, Creative Writing, Reviews, Facebook, Web Marketing, Media Relations, Publishing, Web Content Management
Education
The University of Sheffield 1998 — 1999
Master of Science (MSc), Software Systems Technology
Durham University 1980 — 1981
PGCE, Post-Grad Cert of Education - Primary Ed, Special Ed
The University of Sheffield 1977 — 1980
Bachelor of Science (BSc), Physiology and Zoology Dual Honours
ACE Group March 2015 - Present
HSBC June 2014 - September 2014
Key Management Services June 2013 - August 2013
The Government of Bermuda June 2012 - August 2012
Bermuda Telephone Company Ltd. June 2011 - August 2011
Skills
Organization, Leadership, Time Management, Telecommunications..., Docketing, Policy, Microsoft Excel, PowerPoint, Staff Development, Public Speaking
Education
Drexel University 2013 — 2018
Bachelor of Science (BS), Economics
Saltus Grammar 2000 — 2013
High School Diploma, General Education, Distinction
HSBC September 2013 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English
Education
Drexel University - College of Business and Administration 2011 — 2013
Master of Finance
Citi June 2015 - August 2015
Duke University Math Department August 2013 - December 2014
HSBC June 2014 - August 2014
Ernst & Young June 2013 - July 2013
Education
Duke University 2012 — 2016
BS Economics and BS Statistics
Brent International School, Manila
Putnam County Savings Bank September 2002 - Present
BNY Mellon January 1993 - October 2002
HSBC January 1985 - January 1993
Wells Fargo Bank January 1972 - December 1985
Skills
Loans, Cash Management, Financial Analysis, Banking, Treasury Management, Financial Modeling, Corporate Finance, Financial Reporting, Credit, Risk Management, Derivatives
Education
Dutchess Community College 1980 — 1985
Accounting and Business/Management
AIB
Banking, loss prevention
Apple March 2015 - Present
Apple June 2013 - March 2015
HSBC January 2012 - June 2013
EMI Music May 2010 - January 2012
Competition Commission December 2009 - May 2010
Competition Commission July 2009 - September 2009
Skills
Customer Service, Financial Analysis, Business Analysis, Accounting, Finance, Financial Reporting, Financial Modeling, Analysis, Microsoft Excel, Forecasting, Business Strategy, Budgets
Education
CIMA 2011 — 2012
CIMA, Accountancy
University of Durham 2006 — 2009
2:1, Business Management
Kirkham Grammar School
HSBC February 2013 - July 2013
Prudential Financial April 2012 - July 2012
Merrill Lynch February 2012 - April 2012
Healthy Air Solution / Emergency Maintenance July 2011 - October 2011
Drexel University's LeBow College of Business September 2010 - December 2010
Skills
Anti Money Laundering, OFAC, Management, Accounting, Microsoft Office, QuickBooks, Internal Audit, Finance, Sales, Analysis, Risk Management, Software Documentation, Credit, Corporate Finance, Financial Analysis, PowerPoint
Education
Drexel University 2009 — 2011
Bachelor of Science, Business Administration; Finance
Bucks County Community College, Bucks County PA 2007 — 2009
Associate Degree, Business Administration
Altria September 2012 - Present
Pivotal Strategies Coaching August 2012 - Present
Equity Loans, LLC June 2009 - July 2012
HSBC February 2006 - March 2009
HSBC February 2005 - February 2006
HSBC December 2002 - February 2005
Energy Saving Exteriors November 1999 - December 2002
United States Marine Corps June 1994 - June 1998
Skills
Sales Management, Sales, Management, Public Speaking, Analysis, Marketing, Training, Mortgage Lending, Finance, Sales Operations, Social Media Marketing, Employee Training, Strategic Planning, Project Planning, Real Estate, Negotiation, Commercial Mortgages, Management Consulting, Team Building, Contract Negotiation, Leadership, Six Sigma, Training & Development, Project Management
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Project Management
Virginia Wesleyan 2000 — 2004
Bachelor of Arts (B.A.), Social Science
Drury University 1998 — 2000
Associate of Science (A.S.), General Studies
GE March 2012 - Present
PepsiCo March 2011 - December 2011
Synapse Group (a subsidiary of Time Inc) January 2006 - January 2011
Synapse Group (a subsidiary of Time Inc) January 2006 - September 2008
Starwood Hotels & Resorts September 2003 - December 2005
HSBC July 1999 - May 2003
Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Integration, Quality Assurance, Management, Agile Methodologies, Cross-functional Team..., Project Management, Business Intelligence, Business Requirements, Process Improvement, Software Project..., Leadership, Project Planning, Project Finance, E-commerce, Analysis, Software Requirements, Program Management, IT Strategy, Testing, Risk Management, Vendor Management, Project Portfolio..., Agile Project Management, Process Engineering, Enterprise Architecture, Use Case Analysis, Use Case Modelling, Project Budgets, Project Delivery, Information Security, Security Management, Business Process, PMO, Software Development, Consulting, Information Technology, Strategy
Education
University of York 1990 — 1993
Bachelors, Chemistry
University of Kent 1993 — 1994
Masters, Biological Chemistry
University of Durham 1994 — 1998
PhD, Chemistry
Kungliga tekniska högskolan 1998 — 1998
Post-doctoral research, Organic Chemistry
Technology Navigators, Inc. December 2014 - Present
Faulkner LLC October 2013 - Present
BCforward November 2012 - October 2013
Angie's List October 2011 - November 2012
Employment Plus September 2009 - February 2011
Sales Diesel April 2009 - July 2009
Century Personnel April 2007 - April 2009
HH Gregg November 2004 - January 2008
hhgregg 2004 - 2008
HSBC August 2005 - April 2007
Skills
Blogging, Sales, Cold Calling, Recruiting, Customer Service, B2B, Marketing, Account Management, Human Resources, Advertising, Applicant Tracking..., Training, Project Management, Salesforce.com, Social Networking, Management, Public Speaking, Customer Retention, Contract Negotiation, Direct Sales, Spanish, Technical Recruiting, New Business Development, Interviews, Leadership, Team Building, Business Development, Talent Acquisition, Staffing Services, Temporary Staffing, Sales Process, CRM, Temporary Placement, College Recruiting, Internet Recruiting, Sourcing, Time Management, Building Relationships, Employee Relations, Hiring, Contract Recruitment, Resume Writing, Screening Resumes, Benefits Negotiation, Employee Training, Onboarding, Job Fairs, Consulting, Executive Search, Permanent Placement
Education
Earlham College 1993 — 1997
Bachelors, Psychology / Spanish
Marion High School 1993 — 1997
University of Valencia 1996 — 1996
Art History
HSBC July 2012 - June 2013
Industrial and Commercial Bank of China July 2010 - September 2010
Skills
Data Analysis, Credit Risk, SAS, SQL, R, VBA, Matlab, Microsoft Excel, Applied Mathematics, Business Intelligence, Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Java, Software Documentation, Operations Management
Education
University of Florida 2013 — 2015
Master of Science (MS), Information Systems and Operation Management
East China Normal University 2009 — 2013
Bachelor of Science (BS), Mathematics and Applied Mathematics
State Farm Insurance April 2008 - Present
YMCA of Greater Charlotte December 2009 - December 2011
HSBC July 2005 - April 2008
East Carolina University August 2003 - May 2005
United Rentals August 2002 - August 2003
Skills
Licensed Life & Health..., Licensed Property &..., Long Term Care Insurance, Retirement Planning, Series 6, Series 63, Mortgage Lending, Home Equity Loans, Car Loans, Car Insurance, Homeowners Insurance, Business Insurance, Workers Compensation, Commercial Insurance, Renters Insurance, Rental Property..., Condo Owners Insurance, Certified Strength &..., Insurance, Employee Benefits, Homeowners, Cold Calling
Education
East Carolina University 2003 — 2005
Master of Arts (M.A.)
Radford University 1998 — 2002
Bachelor of Science (B.S.)
St. Louis County, MN March 2013 - Present
St. Louis County, MN June 2007 - Present
HSBC October 2005 - November 2006
Metris Companies February 2005 - October 2005
Metris Companies November 2001 - February 2005
UnitedHealth Group April 2000 - November 2001
Skills
Policy, Government, Training, Human Resources, Employee Relations, Interviews, Exit Interviews, Employment Verifications, Payroll, Employee Benefits, Union Contracts, Software Documentation, Workshop Facilitation, Data Analysis, Organizational..., Recruiting, Coaching, Conflict Resolution, Customer Service, Data Entry, Leadership, Leadership Development, New Hire Orientations, Program Management
Education
The College of St. Scholastica 2011 — 2013
Bachelor of Arts (BA), Organizational Behavior Studies, 4.0
Duluth Business University 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant, 3.6
Fond du Lac Tribal and Community College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Human Services, General, 3.07
HSBC August 2013 - February 2014
Bank of America Merrill Lynch September 2012 - July 2013
UniCredit Markets & Investment Banking July 2010 - July 2012
Citi 2008 - 2009
Alfa Bank Russia 2006 - 2006
Skills
Equities, Investment Banking
Education
University of Durham 2004 — 2008
Upper Second Class, French & Russian
EverBank July 2013 - Present
CopyPro, Inc. October 2008 - June 2013
HSBC June 2006 - August 2008
Capital One Auto Finance January 2004 - June 2006
Wachovia Dealer Services December 1997 - December 2003
Skills
New Business Development, Account Management, Sales Management, Sales, Competitive Analysis, Selling, Direct Sales, Product Management, Sales Process, Credit, B2B, Sales Presentations, Managed Print Services, Loans, Business Development, Document Imaging, Portfolio Management, Relationship Management, Strategy, Negotiation, Management, Marketing, Sales Operations, Cold Calling, Finance, Customer Service, Solution Selling, Cross-functional Team..., P&L Management, Pricing, Salesforce.com, Strategic Planning, Customer Retention, Customer Satisfaction, Team Building
Education
East Carolina University - College of Business 1993 — 1997
BSBA, Finance
Farmville Central High School 1991 — 1993
BMP Restaurant Ventures December 2005 - August 2010
HSBC April 2005 - November 2005
Education
Drexel University - LeBow College of Business 2002 — 2004
MBA, MIS, Marketing
New York University 2001 — 2003
Construction Management
Harte Hanks August 2011 - April 2014
HSBC July 2007 - April 2010
Motorola July 2004 - January 2007
Capital One May 2002 - February 2004
Skills
CRM, Management, Leadership, Process Improvement, Project Management, Analytics, Direct Marketing, Training, Analysis, Marketing, Marketing Strategy, Budgets, Risk Management, Supply Chain Management, Procurement, Program Management, Cross-functional Team..., Strategy, Strategic Planning
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, Business Administration
US Coast Guard Academy
BS, Management
HSBC September 2014 - Present
JP Morgan Chase May 2011 - Present
DTCC October 2009 - May 2011
Americas' Central Securities Depository Association (ACSDA) 2007 - May 2011
DTCC May 2007 - October 2009
Skills
CRM, Product Management, Relationship Management, Back Office, Leadership, Equities, Customer Service, Market Research, Finance, Financial Services, Capital Markets, Securities, Project Management, Customer Satisfaction, International Treasury..., Cash Management, Global Cash Management, Liquidity Management, Risk Management, Data Analysis, Strategy, Management, Banking, Program Management
Education
New York University 2010 — 2012
M.S., Global Affairs
Duke University 2003 — 2007
B.A., Spanish Studies, English Literature
Universidad CEU San Pablo 2006 — 2006
International Relations, Spanish Studies
JPMorgan Chase March 2013 - September 2013
Drexel University October 2012 - March 2013
China Merchants Securities Co., Ltd. July 2012 - September 2012
HSBC May 2012 - July 2012
BlackRock March 2011 - September 2011
KPMG China July 2010 - August 2010
Skills
Finance, Auditing, SAP GL, Essbase, Bloomberg Terminal, Xterm, BlackRock Aladdin, Visual Basic, Access, Python, SQL, Microsoft Excel, Market Research, Financial Analysis, Financial Reporting, Securities, Valuation, Problem Solving, Analytical Skills
Education
Drexel University 2009 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Apple August 2015 - Present
FICO Professional Service August 2011 - August 2012
HSBC January 2007 - August 2011
Skills
Credit Risk, Risk Management, Strategy, Credit, Basel II, Predictive Modeling, Portfolio Management, Credit Scoring, Statistical Modeling, SAS, Banking, Analysis, Finance, Management, Retail Banking
Education
Santa Clara University - Leavey School of Business 2014 — 2015
Master's degree, Financial Analysis, Business Valuation, Corporate Finance, Beta Gammer Sigma Membership(Top 10% student)
East China Normal University 2003 — 2007
Bachelor, Statistics
Microsoft July 2014 - Present
Google May 2013 - August 2013
Yanko Design International 2004 - 2012
HSBC 2007 - 2007
SAP 2006 - 2006
Skills
Product Management, Business Strategy, Business Development, Analytics, Strategy, Data Analysis, Business Intelligence, Social Media, Competitive Analysis, Marketing
Education
Duke Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2014 — 2014
Exchange
The University of British Columbia 2002 — 2008
BSc, Computer Science
Duke University 2012 — 2014
DigitasLBi_US April 2015 - Present
Mullen February 2014 - March 2015
BBDO February 2012 - February 2014
Freelance October 2011 - February 2012
JWT 2005 - October 2011
HSBC June 2007 - April 2010
Arnika 2001 - 2005
Freelance 1996 - 2001
The Martin Agency 2000 - 2000
Skills
Art Direction, Copywriting, Creative Direction, Creative Strategy, Advertising, Concept Development, 360 Campaigns, Television, Integrated Marketing, Interactive Advertising, Digital Media, Magazines, Interactive Marketing, Outdoor Advertising, Art, Digital Strategy, Brand Development, Branding & Identity, Branding, Graphic Design, Digital Marketing, Content Development, Broadcast Television, Social Media Marketing, Publicity Stunts, Product Development, Product Design, Product Launch, Entrepreneurship
Education
VCU Adcenter 1999 — 2001
Masters, Art Direction
East Carolina University 1990 — 1994
BS, Communications
Fifth Third Bank March 2009 - June 2012
HSBC April 2003 - March 2009
Performance Plus Marketing January 2001 - March 2003
Skills
Banking, Strategic Financial..., Finance, Loans, Sales Management, Leadership, Team Building, Consumer Lending, Cash Management
Education
East Carolina University 1997 — 2000
B.S., Finance
New Penn Financial, LLC February 2012 - Present
1st Choice Mortgage/Equity Corp. of Lexington d.b.a East Carolina Mortgage February 2009 - February 2012
HSBC August 2008 - February 2009
HSBC - Consumer Lending September 2003 - August 2008
Skills
Mortgage Lending, FHA, Loans, Credit, Mortgage Banking, Real Estate, Refinance, Residential Mortgages, Credit Analysis, Underwriting, Loan Origination, Banking, First Time Home Buyers, Consumer Lending, Investments, Leadership, Finance, Training, USDA, Employee Training, Customer Service, Sales, Foreclosures, VA loans, VA Loans
Education
East Carolina University 1996 — 2000
Bachelors, Business
CA Technologies November 2011 - Present
Lab Consulting Partnership, Inc. June 2010 - November 2011
Crucible Capital Group, Inc. June 2009 - May 2010
HSBC June 2008 - August 2008
Microsoft June 2005 - July 2007
Skills
Analysis, Investments, Management Consulting, Business Strategy, Strategy, Strategic Planning, M&A analysis, Business Analysis, Process Improvement, Business Process..., Financial Analysis, Project Management, Change Management, Leadership, Go-to-market Strategy, Product Management, Competitive Analysis, Sales Management, Cross-functional Team..., Executive Management, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Concentrations in Finance (Investment) and Marketing (Market Analysis and Strategy)
Yonsei University 1999 — 2005
Bachelor
Completely Computers September 2015 - Present
Capital One May 2012 - September 2015
HSBC March 2004 - May 2012
HSBC January 2001 - March 2004
Household International March 1997 - January 2001
Completely Computers January 1981 - December 1997
Basix August 1996 - November 1996
Stater Bros. Markets October 1991 - August 1996
The Chi Company February 1987 - October 1989
ComputerLand August 1983 - February 1987
Skills
Business Analysis, DB2, COBOL, Credit Cards, SDLC, Mainframe, Vendor Management, JCL, Requirements Analysis, CICS, Unix, Software Project..., Business Requirements, Data Warehousing, Project Management, Access, Banking, Visio, MVS, Business Intelligence, VSAM, TSO, Fileaid, Integration, Quality Center, Relationship Management, ETL, Websphere, Analytics, Resource Management, Technology Architecture, Fraud, Technology Integration
Education
University of Redlands 2000 — 2002
BSBAM, Business Administration, Summa Cum Laude
Control Data Institute
AA, Computer Programming
East Central University
Business Administration and Management, General
Riverside Community College
Business Administration and Management, General
University of California, Irvine
Medicine
University of California, Riverside
Business Administration and Management, General
International Rescue Committee February 2013 - Present
Ralph Lauren Digital & Global E-Commerce 2012 - 2013
BAYADA Home Health Care October 2009 - April 2012
HSBC 2006 - 2008
Skills
Instructional Design, E-Learning, Blended Learning, Adult Education, Training, Instructor-led Training, Captivate, SnagIt, Leadership Development, Learning Management, Hands-on Training, Training Delivery, Instructional Technology, Multimedia, Technical Writing, Performance Improvement, Software Documentation, Blogging, Curriculum Development
Education
Drexel University 2010 — 2012
Master of Science, Learning Technologies
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics and Psychology
Deloitte March 2015 - September 2015
Goldman Sachs March 2014 - September 2014
HSBC June 2013 - September 2013
Shanghai Jinjiang Automobile Service Co., Ltd. July 2011 - August 2012
Skills
Leadership, Investments, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Market Sizing, Market Research, Investment Management, Entrepreneurial Finance, Personal Finance, Financial Analysis, International Networking, Microsoft Office, Financial Accounting, Equity Research
Education
Drexel University 2012 — 2017
Bachelors of Science in Business Administration, Finance, Legal Studies, 3.8
Shanghai Foreign Language School 2005 — 2012
Middle School, High School
Fuqua School of Business July 2015 - Present
Meritas International Family of Schools August 2014 - June 2015
Meritas Family of Schools June 2013 - August 2014
HSBC August 2012 - May 2013
HSBC July 2010 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Market Analysis, Cash Flow Forecasting, Capital Project Planning
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Finance
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting
Mosaic Sales Solutions March 2014 - May 2015
Mosaic Sales Solutions October 2013 - February 2014
Mosaic Sales Solutions October 2012 - September 2013
Espresso August 2011 - March 2012
Prep101 September 2010 - April 2011
Saatchi & Saatchi June 2010 - August 2010
HSBC May 2009 - August 2009
Skills
Event Planning, PowerPoint, Advertising, Word, Excel, Russian, Microsoft Excel, Microsoft Word, Teamwork, Account Management, Marketing, Market Research, Marketing Communications, Integrated Marketing, Facebook, Sales, Customer Service, Marketing Research, Relationship Marketing, Online Marketing, Event Management, Time Management, Team Leadership, Marketing Strategy, Public Relations
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Toronto 2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics
Loyal Pet Shop January 2015 - Present
Coldwell Banker July 2013 - Present
Barbara Sari Photography September 2005 - Present
Wells Fargo February 2012 - October 2012
Fremont Bank July 2009 - February 2012
JPMorgan Chase August 2005 - January 2009
Wells Fargo Home Mortgage April 2003 - August 2005
HSBC September 2001 - April 2003
COMHAR - Open Door Clubhouse June 2000 - September 2001
Skills
project management, Direct Mail, Creative Development, Product Management, Market Research, Customer Relations, Product Development, Analysis, Fundraising, Non-profits, Event Management, Event Planning, Administrative Work, Creative Direction, Project Management, Relationship Management, CRM, Strategy, Marketing, Nonprofits, Sales Management, Leadership, Product Marketing, Direct Marketing, Management, Training, Customer Service, Program Management, Sales, Competitive Analysis, Analytics, Cross-functional Team..., Time Management, Customer Experience, Human Resources, Budgets, Financial Services, Vendor Management, Copywriting
Education
Drexel University - LeBow College of Business 2000 — 2004
MBA, Marketing
Drexel University 1997 — 2000
Bachelor of Science, Psychology
EY February 2015 - Present
The Boston Consulting Group September 2014 - January 2015
Credit Suisse August 2014 - September 2014
Morgan Stanley May 2014 - July 2014
Industrial and Commercial Bank of China, New York March 2014 - March 2014
CFA Society Cleveland June 2013 - March 2014
Flack Steel October 2013 - December 2013
iVideo Technologies June 2013 - August 2013
HSBC April 2012 - July 2012
Nielsen December 2011 - February 2012
Skills
Financial Modeling, Microsoft Excel, SAS, PowerPoint, Risk Management, Valuation, Data Analysis, Visual Basic, Bloomberg Terminal, Statistics, Equity Research, Corporate Finance, VBA, Bloomberg, Access, Capital IQ, Mandarin, Fixed Income, Investments, SQL, Structured Notes, Monte Carlo Simulation, Mergers & Acquisitions, Piano, Analysis, Finance, Portfolio Management
Education
Case Western Reserve University - Weatherhead School of Management 2012 — 2013
Risk Management; Fixed Income&Derivatives; Financial Modelling;Advanced Corporate Finance;
East China University of Science and Technology 2008 — 2012
Bachelor's degree, International Economics and Trade, 3.7
Capital One May 2012 - May 2015
HSBC 2003 - 2012
Household International 1998 - 2003
Beneficial Finance July 1990 - September 1998
Skills
Banking, Credit, Call Centers, Risk Management, Team Leadership, Business Analysis, Customer Service, Vendor Management, Team Building, Process Improvement, Operations Management, Customer Satisfaction, Sales Management, Leadership, Change Management, Employee Training, Credit Cards, Management, Financial Services, Microsoft Office, Portfolio Management, Relationship Management, Loans, Credit Risk
Education
Dutchess Community College
Associate’s Degree, Business Administration and Management, General
Poughkeepsie High School
Fifth Third Bank February 2011 - Present
Wachovia Bank January 2007 - February 2011
HSBC January 2001 - October 2007
FDIC January 1997 - December 1997
Skills
Banking
Education
East Carolina University 1998 — 2001
BSBA, Business Management
Pitt Community College
Associates of Arts Degree, Business Administration
Rockville High School 1992 — 1995
diploma, General Studies
Fuqua School of Business March 2015 - Present
Duke University February 2015 - Present
Eldorado Trading Group June 2015 - August 2015
International Poverty Reduction Center in China (IPRCC) March 2013 - May 2014
HSBC March 2013 - April 2013
Citi October 2012 - December 2012
Agricultural Bank of China July 2012 - September 2012
Skills
Quantitative Finance, Trading Strategies, Python, Matlab, Time Series Analysis, Stata, Financial Analysis, Corporate Finance, R, Unix, Object-oriented..., C, Java, Algorithm Design, Fixed Income Analysis, Eviews, SPSS, Microsoft Office, Information Management, Information Systems, Economic Development, Public Policy, Racket, Microsoft Excel, PowerPoint, Data Analysis
Education
Duke University 2014 — 2016
Master of Science (M.S.), Economics and Computer Science
University of International Business and Economics 2009 — 2013
Bachelor's Degree, Finance, General, 3.7
CDI Corporation July 2014 - Present
Gramercy Property Trust March 2014 - June 2014
Timothy Haahs & Associates, Inc. March 2012 - July 2013
Drexel University November 2010 - February 2012
HSBC June 2005 - February 2008
Bank of Shanghai August 2004 - June 2005
BNP Paribas July 2002 - August 2002
Skills
Individual Taxation, Corporate Taxation, Auditing Theory &..., Managerial Accounting, Advanced Financial..., Asset Val Income..., Liability and Equity...
Education
Drexel University 2009 — 2011
Master of Science, Accounting
Tongji University 1999 — 2004
Bachlor of Science, Finance and Economics
TE Connectivity December 2013 - Present
Comrise May 2013 - December 2013
Purdue University January 2013 - May 2013
Purdue University January 2012 - May 2013
HSBC December 2010 - June 2011
FacilityOne Consulting July 2010 - September 2010
Skills
Data Analysis, Statistical Modeling, R, SAS, SPSS, VBA, Python, Data Mining, Time Series Analysis, Tableau, Mathematical Modeling, Matlab, SQL, LaTeX, C++, Monte Carlo Simulation, Risk Management, Data Science, Predictive Modeling, Quantitative Finance, Computational Finance, Lingo
Education
Purdue University 2011 — 2013
Master of Science (MS), Statistics, 3.8/4.0
East China Normal University 2007 — 2011
Bachelor of Science (BS), Applied Mathematics
HSBC September 2015 - Present
Bentley Systems September 2014 - August 2015
Magnolia silver Jewellery Group October 2013 - April 2014
Catherines Stores Corporation October 2012 - April 2013
Skills
Marketing, Microsoft Office, Photoshop, SAS, Adobe Analytics, Event Planning, Marketing Strategy, Teamwork, Chinese, PowerPoint, Research, Microsoft Word, Email Marketing, Social Media Marketing, Microsoft Excel, Direct Marketing, Customer Service, Fashion, E-commerce, Outlook, Video Scripts, Marketing Research, Online Advertising, Lync, Adobe Social, Google Adwords, SEO, Sitecore
Education
Drexel University - College of Business and Administration 2011 — 2015
Bachelor’s Degree, Marketing and Finance, 3.65
HSBC November 2013 - Present
Royal Bank America September 2011 - November 2013
Royal Bank America July 2010 - September 2011
DataQ Internet Equipment Company January 2009 - March 2009
Valley Forge Asset Management Corporation March 2008 - September 2008
Skills
Commercial Lending, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Finance, Cash Flow, Business Development, Analysis, Commercial Banking, Credit, Banking, Commercial Mortgages, Lines Of Credit, Cross Selling
Education
Moody's Credit Training 2014 — 2014
Risk Management Association 2011 — 2011
Commercial Lending Academy I
Drexel University 2008 — 2010
Bachelor of Science in Business Administration, Finance
Amazon Web Services July 2015 - Present
American Airlines June 2014 - August 2014
Goldman Sachs 2011 - 2013
HSBC 2009 - 2011
Naabo Solutions 2007 - 2008
Skills
Analytics, Business Strategy, Management Consulting, Entrepreneurship, Big Data, Strategy, Financial Modeling, Business Planning, Marketing Strategy, Start-ups, Product Management, Predictive Modeling
Education
Fuqua School of Business, Duke University 2013 — 2015
Master of Business Administration (MBA), Strategy and Decision Science
National Institute of Technology Karnataka 2005 — 2009
B.Tech
CFA Institute
Passed Level 1 of the CFA Program
StartingBloc
Fellow
HSBC September 2014 - Present
HSBC August 2012 - Present
HSBC Bank North America August 2012 - Present
Skills
KYC, OFAC, Financial Analysis, Anti Money Laundering, Risk Management, Management, Due Diligence, Analysis, Operational Risk..., Bank Secrecy Act, USA PATRIOT Act, PowerPoint
Education
Drexel University - College of Business and Administration 2009 — 2012
MBA, Finance and Financial Management Services
HSBC October 2014 - Present
Morgan Stanley December 2013 - September 2014
Valeant Pharmaceuticals June 2013 - July 2013
Oppenheimer & Co. May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Economics, Investments, SPSS, Research, Mutual Funds, Social Media, Data Analysis, Public Speaking, Social Networking, Customer Service, Equities
Education
Drew University 2010 — 2013
BA Business Studies
Fuqua School of Business, Duke University August 2014 - Present
HSBC June 2015 - August 2015
RW Endeavor April 2011 - May 2014
Mazars January 2009 - June 2011
GE Healthcare June 2007 - December 2008
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers & Acquisitions, Portfolio Management, Capital Markets, Structured Finance, Business Strategy, Finance, Investments, Risk Management, Emerging Markets, Banking, Strategic Financial..., Management Consulting, Project Finance
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA), MBA Candidate, Class of 2016
Universidad Iberoamericana, Ciudad de México 2005 — 2009
Ingeniería Industrial
Vistahermosa 2001 — 2004
HSBC July 2015 - Present
Home Care Assistance of Southern Fairfield County December 2013 - Present
Gilmore Consulting Group, LLC November 2007 - July 2015
Hope LoanPort September 2009 - August 2011
HOPE NOW Alliance 2007 - January 2010
Option One Mortgage 2004 - 2007
Mortgage Bankers Association 2000 - 2004
Wells Fargo Home Mortgage 1996 - 2000
Skills
Mortgage Banking, Risk Management, Residential Mortgages, Fundraising, Program Management, Non-profits, Strategic Planning, Mortgage Lending, Leadership, Loans, Policy, Public Relations, Strategic Partnerships, Community Outreach, Business Development, Management, Strategy, Analysis, Mergers & Acquisitions, Training, Nonprofits, Banking, Financial Services, Team Building, Process Improvement, Loan Origination, Executive Management, Credit, Public Speaking, Finance, CRM, Investments, Loan Servicing, Government, Community Development, Loss Mitigation, Mortgage Servicing, Marketing Strategy, Real Estate Economics
Education
Drake University 1994 — 1996
Masters in Public Administration, Organizational Development And Public Policy
Iowa State University 1990 — 1994
Bachelors of Science, Community and Regional Planning
Franklin Park Public Library District February 2013 - Present
Franklin Park Public Library District November 2011 - February 2013
Franklin Park Public Library District April 2008 - October 2011
Northlake Public Library District July 2007 - April 2008
VIlla Park Public Library January 2007 - April 2008
HSBC June 2004 - December 2006
Franklin Park Public Library District June 2000 - November 2004
Skills
Research, Library, Customer Service, Archives, Information Management, Proofreading, Books, Collection Development, Library Science, Editing, Information Literacy, Microsoft Excel, Social Media, Public Libraries, Community Outreach, Library Management, Cataloging, Library Reference, Virtual Reference, Library Programming, Reader's Advisory, Library 2.0, Electronic Resources, Library Research
Education
Drexel University 2007 — 2009
Master of Science, Library and Information Science
University of Illinois at Chicago 1999 — 2004
Bachelor of Science, Accounting
DLC October 2014 - Present
Chevron May 2013 - May 2014
Astrina Capital October 2011 - April 2013
HSBC 2007 - 2010
Standard Chartered Bank 2006 - 2007
HDFC Bank 2005 - 2006
Skills
Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Enterprise Valuation, Mergers & Acquisitions, Private Equity, Equity Research, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Fixed Income, Equity Valuation, Financial Analysis
Education
Drexel University 2010 — 2012
MBA, Finance2012
Duke University May 2014 - May 2015
Stanford University June 2012 - August 2012
HSBC June 2011 - August 2011
Skills
Research, Microsoft Office, Stata, Matlab, Data Analysis, LaTeX, Statistics, Economics, R, Microsoft Word, C++
Education
University of Michigan 2015 — 2020
Doctor of Philosophy (Ph.D.), Economics
Duke University 2013 — 2015
Master of Arts (M.A.), Econometrics and Quantitative Economics
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Economics
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Mathematics
The Walt Disney Company May 2012 - Present
Best Practices, LLC October 2011 - February 2012
UBS Investment Bank May 2011 - July 2011
Standard Chartered Bank July 2010 - September 2010
China Jianyin Investment Securites July 2009 - September 2009
HSBC May 2009 - July 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Capital IQ, Capital Markets, Microsoft Office, Presentation Development, SAS/SQL, Access, Matlab, SAP, Ariba, AMOS, Financial Analysis, Data Analysis, Statistical Modeling
Education
Duke University - The Fuqua School of Business 2011 — 2012
MMS, Management Studies
University of Macau 2007 — 2011
BS, Finance
Indiana University of Pennsylvania 2008 — 2009
Exchange Study, Finance
Universität Wien / University of Vienna 2008 — 2008
Summer Study, International Relations and Affairs
TIAA-CREF January 2005 - Present
PNC Advisors April 2000 - December 2004
American Express February 1991 - November 1999
Prudential Insurance March 1984 - January 1991
HSBC August 1976 - March 1984
Skills
Investments, Portfolio Management, Management, Asset Allocation, Series 7, Alternative Investments, Asset Management, Wealth Management, Mutual Funds, Fixed Income, Equities, Series 63, Hedge Funds, Investment Management, Investment Strategies, Securities, Capital Markets, Investment Advisory, Financial Services, Bloomberg, Strategic Financial..., Banking, Risk Management, Estate Planning, Investment Banking, Strategy, Retirement Planning, Valuation, Retirement, Strategic Planning, Bonds, Business Strategy, Leadership, Finance, Financial Risk, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1983 — 1986
MBA, Finance
Duke University 1972 — 1976
AB, Economics
University of Michigan - Stephen M. Ross School of Business
Executive Education, Positive Leadership
HSBC November 2010 - Present
Bank of America April 2003 - November 2010
Lehman Brothers June 2000 - August 2002
Thomson October 1995 - May 1999
The Carson Group June 1994 - October 1995
Investors' Fiduciary Services, Inc. 1993 - 1993
Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
Duke University 1990 — 1994
BA, Economics
Barclays Investment Bank August 2015 - Present
HSBC April 2014 - July 2015
UBS 2011 - April 2014
Wells Fargo June 2010 - August 2010
Goldman Sachs 2003 - 2008
Goldman Sachs 2001 - 2002
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA
Pace University - Lubin School of Business 1999 — 2003
BBA
FDR High School in Brooklyn, New York 1995 — 1999
HSBC November 2006 - September 2013
Allstate Insurance Company June 1978 - May 2006
Skills
GAAP, SOX, Accounting, Compliance Testing, Internal Controls, Operations Management, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Management, Finance, Analysis, Banking, Sarbanes-Oxley, Insurance, Mergers & Acquisitions
Education
Drake University 1974 — 1978
Bachelor of Science in Business Administration, Accounting
Cherry Creek High School 1971 — 1974
Capital One March 2013 - Present
Barclaycard May 2010 - February 2013
Citi September 2007 - April 2010
HSBC January 2006 - September 2007
Skills
Risk Analytics, Credit Risk, Credit Cards, Operational Risk, SAS, Risk Management, Analysis, Analytics, Banking, Business Analysis, Credit, Financial Modeling, Financial Risk, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Predictive Modeling, Segmentation, Strategy
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
North Carolina State University 2004 — 2005
Master of Science (MS), Operations Research
Duke University 2003 — 2004
NA, Research Assistant- Material Science
IIT (BHU), Varanasi 1999 — 2003
B.Tech, Ceramic Engineering
Symantec April 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company) 2014 - 2015
ReverbNation September 2013 - December 2013
Booz & Company May 2013 - August 2013
Health Decisions January 2013 - May 2013
HSBC November 2011 - July 2012
HSBC June 2008 - November 2011
Deloitte July 2007 - June 2008
Ernst & Young June 2005 - August 2005
Skills
Program Management, Information Security..., Information Security, Strategy, IT Strategy, Security, Leadership, Management, Privacy Law, CRM, Project Management, IT Audit, Consulting, Analytics, Regulatory Affairs, Management Consulting, Strategic Planning, CRO, Digital Marketing, Competitive Analysis, Development of..., Cost Model Development, Business Transformation, Loyalty Programs, IT Transformation, Pricing, Business Operations, Cyber-security, Pricing Strategy
Education
Duke University - Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
Purdue University 2004 — 2007
MS, Information Security
Purdue University 2000 — 2004
BS, Computer Science and Mathematics
Modern High 1996 — 2000
AGORA Advisors, Inc January 2013 - Present
Gilt Groupe July 2011 - July 2013
Gilt Groupe November 2010 - July 2011
AlixPartners LLP January 2007 - December 2010
Rogan / Loomstate September 2008 - March 2009
Kurt Salmon Associates February 2004 - January 2007
HSBC September 1995 - October 2002
Skills
Trend Analysis, Consumer Insight, Business Decision Making, Identifying Trends, Management, Strategic Communications, Fashion, Organizational..., Business Strategy, Systems Thinking, Quantitative Analytics, Intercultural..., Internet Entrepreneur, E-commerce, E-commerce Consulting, Global E-commerce, Operations Management, Driving Operational..., Start-ups, Digital Strategy, Merchandising, Marketing, Leadership, Strategy, Retail, Brand Management, Marketing Strategy, Management Consulting
Education
University of Oxford 1993 — 1995
Master of Science (M.S.), Economics and Social History
Duke University 1990 — 1994
BA, Comparative Area Studies, Russian
Bellarmine College Preparatory
HSBC October 2010 - Present
HSBC October 2009 - October 2010
HSBC December 2008 - October 2009
HSBC July 2008 - December 2008
Education
Ecole Nationale Supérieure d'Informatique et de Mathématiques Appliquées de Grenoble 2002 — 2006
Master
Dublin City University 2004 — 2005
Master
Standard Chartered Bank September 2008 - Present
ABN AMRO December 2001 - September 2008
HSBC January 2000 - January 2001
Republic National Bank January 1998 - January 2000
Chase Manhattan Corporation July 1996 - January 1998
Education
Drew University 1992 — 1996
Amazon.com 2010 - 2013
Amazon.com 2007 - 2009
HSBC 2005 - 2006
Reanda Public Accountants 1998 - 2001
Skills
Corporate Finance, Finance, Internal Controls, Risk Management, Auditing, Banking, Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Strategic Financial..., Pricing Strategy, Financial Reporting, US GAAP, Pricing
Education
Duke University - The Fuqua School of Business
MBA, Finance
University of International Business and Economics
BA, Accounting
HSBC June 2007 - Present
Skills
Statistics, Basel II, Risk, Stress Testing, Economic Capital, Economics, Credit, SAS, Financial Analysis, Financial Modeling, Credit Risk, Risk Management, SPSS, Modeling, Model Validation, Regulatory Capital, Data Analysis, Analytics, Loss Forecasting, Excel, Forecasting, Financial Risk
Education
University of Illinois at Chicago 2005 — 2007
MS, Statistics
Tulane University 2003 — 2005
MS, Economics
East China Normal University 1996 — 2000
BS, Educational Technology
Medical Capital Group January 2004 - Present
DVI Financial Services September 1994 - August 2003
DVI Financial 1994 - 2003
HSBC September 1988 - September 1994
Skills
Extrusion, New Business Development, Manufacturing, Strategic Planning, Injection Molding, Negotiation, Team Building, Business Planning, Management, Cross-functional Team..., Mergers & Acquisitions, Sales Management, Business Strategy, Executive Management, Contract Negotiation, Budgets, Start-ups, Product Development, Finance, Medical Devices, Forecasting, Operations Management, Financial Analysis, Change Management, Mergers, Credit, Process Improvement, Leadership, Due Diligence, Strategy, Business Development, Sales, Account Management, Risk Management, Portfolio Management, Pricing, Competitive Analysis, Management Consulting, Small Business, Strategic Partnerships, Entrepreneurship, Investments, Venture Capital, Financial Modeling
Education
Drexel University - LeBow College of Business 1977 — 1979
MBA, Business
Villanova University 1967 — 1977
Bachelor of Science (BSc), Accounting and Finance
Edward Don & Company November 2007 - Present
HSBC December 1996 - November 2007
Skills
Stakeholder Management, Process Improvement, Project Delivery, Integration, PMP, Project Management, Requirements Gathering, Vendor Management, Cross-functional Team..., Requirements Analysis, SDLC, Analysis, Business Analysis, Project Portfolio..., Program Management, Visio
Education
Roosevelt University 1998 — 2001
Master of Business Administration (M.B.A.)
Drake University 1992 — 1996
Bachelor's Degree, English
Shanghai Stock Exchange March 2013 - Present
Donghai Securities April 2011 - March 2013
HSBC July 2009 - March 2011
CITIC Securities, Beijing, China July 2006 - July 2007
Everbright Securities November 2001 - July 2006
Education
Duke University - The Fuqua School of Business 2007 — 2009
US Bank - Specialized Industries & Finance July 2009 - Present
HSBC January 2007 - July 2009
Wells Fargo 2000 - 2007
Provident Bank 1998 - 2000
Wells Fargo Card Services 1997 - 1999
Skills
Risk Management, Portfolio Management, Credit, Credit Risk, Banking, Loans, Finance, Financial Risk, Credit Analysis, Financial Analysis, Management, Executive Management, Credit Cards, Mergers & Acquisitions, Financial Services, Consumer Lending, Leadership, Financial Modeling, Commercial Banking, Commercial Lending
Education
Drake University 1996 — 1997
MBA, Accounting
Drake University 1989 — 1991
BA, Finance
HSBC June 2010 - Present
HSBC Auto Finance February 2006 - June 2010
HSBC August 2005 - February 2006
HSBC March 2003 - July 2005
PricewaterhouseCoopers 1997 - 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Financial Accounting, Banking, Process Improvement, Essbase, Project Management, Hyperion Planning, IFRS, Liquidity, Finance
Education
East Tennessee State University 1995 — 1996
MAcc, Accounting
East Tennessee State University 1991 — 1995
BBA, Accounting
Irwin Financial Corporation 2007 - July 2008
Morgan Stanley 2007 - 2007
HSBC 1980 - 2006
Oak Street Mortgage 2000 - 2005
Bank One 1996 - 2000
Education
Sacred Heart University 1980 — 1983
MBA, Finance
Earlham College 1972 — 1976
BA, Politics and Psychology
HSBC December 2005 - Present
Metris Companies May 2001 - December 2005
Federated Department Stores April 1993 - November 2000
Skills
Credit Cards
Education
Drake University 1980 — 1984
Nicholas Financial Inc. October 2013 - Present
PNC Bank November 2010 - October 2013
Citi Financial Services August 2010 - November 2010
Insuranti March 2008 - January 2010
HFC, member HSBC June 2005 - December 2007
HSBC November 2002 - June 2005
Beneficial Financial Group January 1991 - November 2002
Skills
Management, Loans, Business Development, Mortgage Lending, Credit, Negotiation, Leadership, Sales, Portfolio Management, Budgets, CRM, Customer Service, Team Building, Sales Management, Insurance, Banking, Retail Banking
Education
East Carolina University
MBA
East Carolina University
BSBA, Concentration in Finance
RJ O'Brien & Associates LLC August 2015 - Present
Jefferies & Company July 2011 - July 2015
Prudential Financial May 2005 - July 2011
Bank of America 1994 - 2005
HSBC 1986 - 1994
Skills
Hedge Funds, Fixed Income, Securities, Bloomberg, Equities, Investment Banking, Capital Markets, Valuation, Financial Modeling, Trading, Derivatives, FX Options, Financial Markets, Foreign Exchange, Currency
Education
Drexel University 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Capco February 2014 - Present
HSBC August 2012 - Present
HSBC Securities November 2010 - August 2012
HSBC June 2008 - November 2010
HSBC Securities September 2004 - July 2008
AllianceBernstein December 1999 - September 2004
Morgan Stanley March 1999 - December 1999
AXA Equitable March 1995 - March 1999
Skills
Process Improvement, Banking, Management, PMO, Budgets, Governance, Vendor Management, Stakeholder Management, Financial Services, Business Process..., Portfolio Management, Change Management, Management Consulting, SDLC
Education
East Stroudsburg University of Pennsylvania 1990 — 1994
BS, Psychology
Astellas Pharma October 2011 - Present
Publicis Selling Solutions June 2010 - September 2011
Publicis Selling Solutions June 2009 - March 2010
HSBC July 2008 - June 2009
Astellas Pharma May 2005 - April 2008
Sciele Pharma August 2004 - May 2005
Skills
Sales, Urology, Pharmaceutical Sales, Sales Effectiveness, Sales Operations, Central Nervous System, Neurology, Gastroenterology, Pharmaceutical Industry, Marketing
Education
Duquesne University 1999 — 2004
Bachelor of Science, Biology
Nicholas Financial Inc. February 2013 - Present
OneMain Financial September 2009 - February 2013
HSBC June 2006 - April 2009
HSBC August 2005 - June 2006
HSBC April 1996 - August 2005
Skills
Mortgage Lending, Leadership, Credit, Sales, Management, Relationship Management, Operations Management, Loans, Sales Operations, Risk Management, Banking, Finance, Consumer Lending, Training, Financial Analysis, Financial Services, Forecasting, Program Management, Customer Retention, Marketing, Sales Management, Portfolio Management, Credit Analysis, Loan Origination, Retail Banking, Commercial Lending, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2002
Executive Training Program- AFSA
East Carolina University - College of Business 1988 — 1990
MBA
East Carolina University 1984 — 1988
BSBA, Marketing
HSBC April 2004 - Present
Household International November 1999 - April 2004
Discover Card September 1997 - November 1999
ICI Dulux Paints Ireland September 1994 - May 1997
Rekitt & Colman January 1994 - September 1994
Education
Trinity College Dublin 1994 — 1997
MA, Marketing
Dublin Institute of Technology 1989 — 1993
BSc. Mgmt, Marketing
KAR Auction Services, Inc March 2014 - Present
Automotive Finance Corporation 2009 - March 2014
HSBC December 2005 - October 2008
GMAC 2001 - 2005
GMAC 1998 - 2005
GMAC 1998 - 1998
Skills
Financial Analysis, Mergers, P&L Management, Financial Management, Strategy Development
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, General Management and Marketing
Northwood University 1984 — 1988
BBA, Management with minor in Economics
Wells Fargo March 2011 - Present
Property Management October 2009 - March 2011
Wachovia, A Wells Fargo Company January 2009 - September 2009
HSBC July 2004 - January 2008
Skills
Project Management, Business Analysis, Requirements Analysis, Office Management, Information Technology, Job Coaching, Real Estate, Mortgage Servicing, Mortgage Banking
Education
East Carolina University 1996 — 1998
Business Administration
Sexiguru DirectorHSBC SecuritiesAugust 2000 - April 2008
HSBC 2003 - 2008
Dresdner 2003 - 2004
IntesaBCI 2000 - 2003
Bank of Montreal 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1994
MBA, Finance and International Business
Cathedral and John Connon School
Drew University
Sallie Mae May 2009 - Present
HSBC May 2008 - January 2009
HSBC Card & Retail Services / Household International 1998 - 2008
Household International / Beneficial Corp. October 1991 - December 1998
Skills
Process Improvement, Forecasting, Call Centers, Budgets, Quality Assurance, Credit, Strategic Financial..., Credit Cards, Financial Services, Risk Management, Banking, Credit Risk, Management, Strategic Planning, Leadership, Vendor Management, Relationship Management, Analytics, Change Management, Business Analysis
Education
Drexel University 2000 — 2005
University of Delaware 1984 — 1989
Delcastle Vo-Tech 1981 — 1984
Convergent Wealth Advisors June 2014 - Present
U.S. Trust April 2010 - April 2014
HSBC January 2004 - December 2008
Wachovia Corporation 1993 - 2005
The Riggs National Bank October 1985 - October 1993
Skills
Wealth Management, Banking, Wealth Management..., Commercial Banking, Credit, Risk Management, High Net Worth..., Series 7, Capital Markets, Investment Banking, Portfolio Management, Estate Planning, Private Banking, Investment Advisory, Investment Management
Education
Duke University 1980 — 1984
Bachelor of Arts (B.A.), Political Science
J.P. Morgan August 2013 - Present
Capital One September 2012 - August 2013
ING Direct USA March 2004 - September 2012
ING DIRECT March 2004 - September 2012
HSBC October 1992 - March 2004
Skills
Six Sigma Green Belt, Banking, Risk Management, Financial Risk, Process Improvement, Portfolio Management, Fixed Income, Internet Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 2002 — 2006
MSE, Management of Technology
Drexel University
Bachelor of Science, Business Administration; Management Information Systems
Ford Motor Credit Company April 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas January 2013 - April 2015
J.P. Morgan September 2011 - January 2013
Edward Jones December 2009 - June 2011
University of Notre Dame January 2006 - May 2009
HSBC May 2008 - August 2008
Skills
Business Strategy, Product Development, Product Management, Competitive Analysis, Product Lifecycle..., Operations Improvement, Market Research, Analytics, Process Improvement, Financial Analysis, Management Consulting, Investments, Sales, Financial Modeling, Agile & Waterfall..., Agile Web Development, Strategic Planning, Business Requirements, Relationship Management, Data Analysis, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Vendor Management, Product Marketing, Project Management, Marketing, Problem Solving
Education
University of Notre Dame 2005 — 2009
BBA, Finance
East China Normal University 2007 — 2007
Chinese Language, History and Society
J.P. Morgan June 2015 - Present
HSBC March 2013 - June 2015
EMC May 2011 - August 2012
T3 Capital Management LLC October 2010 - March 2011
Standard Chartered Bank March 2008 - September 2008
Skills
Bloomberg Terminal, Equity Research, Equity Trading, Risk Management, Public Speaking, Equities, Data Analysis, Financial Analysis
Education
Drexel University 2005 — 2010
Bachelor of Science, Economics and International Business
First Niagara Bank September 2009 - Present
HSBC January 1988 - May 2009
HSBC December 2002 - November 2008
Beneficial 1994 - 2000
Skills
Talent Management, Onboarding, Human Resources, Change Management, Mortgage Lending, Management, Credit Risk, Project Management, Process Improvement, Leadership Development, Organizational..., Credit, Talent Acquisition, Succession Planning, Coaching, Employee Engagement, Performance Management, HRIS, Relationship Management, Leadership, Employee Training, Portfolio Management, Commercial Banking, Financial Services, Banking, Executive Management, Recruiting, Credit Analysis, Training, Vendor Management, Employee Relations, Team Building, Call Centers, Training Delivery, Employee Benefits, Commercial Lending, Risk Management, Personnel Management, Strategy, Underwriting, Consumer Lending, Performance Improvement, Workshop Facilitation, Hiring, Interviews, Loans
Education
Duquesne University 1983 — 1987
Bachelor's, Business Administration
Duquesne University
Bachelor's degree in Business Management and Economics
BNY Mellon September 2013 - Present
Ally Financial Inc. January 2012 - September 2013
Societe Generale March 2008 - August 2011
HSBC July 2005 - March 2008
JPMorgan Chase March 2003 - July 2005
Deustche Bank April 1999 - June 2002
Skills
Business Process..., Collateral Management, Derivatives, Business Analysis, Middle Office, Credit Derivatives, Counterparty Risk, ISDA, Operational Risk, Capital Markets, Fixed Income, Banking, Commodity, Portfolio Management
Education
New York Institute of Technology 2004 — 2006
MBA, Finance
Pace University 1999 — 2002
BBA, Business Management
Drexel University - LeBow College of Business 1997 — 1999
Business Management
HSBC North America 2000 - Present
HSBC 2007 - 2011
Skills
Credit Cards, Financial Risk, Credit Risk, Risk Management, Predictive Modeling, Basel II, SAS, Analytics, SAS programming, Risk Analytics, Predictive Analytics, Statistical Modeling, Segmentation, Credit Scoring, Time Series Analysis
Education
Duke University 1989 — 1994
Ph.D., Statistics
FNCB July 2015 - Present
Citizens Bank August 2014 - July 2015
Citizens Bank August 2013 - August 2014
Citizens Bank August 2009 - August 2013
HSBC December 1993 - April 2009
Skills
Sales Management, Leadership, Loans, Training, Coaching, Management, Sales, Customer Service, Human Resources, Banking, Employee Engagement, Portfolio Management, Credit, Risk Management, Mortgage Lending, Consumer Lending, Commercial Banking, Business Development, Small Business Lending
Education
East Stroudsburg University of Pennsylvania 1988 — 1993
B.S., Management
The CIM Group August 2013 - Present
F&T GROUP May 2012 - July 2013
Arsenal Capital Partners July 2011 - May 2012
Goldman Sachs July 2010 - July 2011
HSBC June 2008 - August 2009
Skills
Valuation
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Finance, Chinese
East China Normal University 2009 — 2009
Chinese
Georgetown University
PNC Mortgage February 2010 - Present
HSBC November 2004 - May 2009
HSBC June 2002 - October 2004
Household Finance May 1997 - May 2002
Household Finance December 1985 - April 1997
Skills
Process Improvement, Leadership, Management, Policy and Procedure..., Risk Management, Credit, Banking, Mortgage Lending, Financial Risk, Credit Risk, Loans, Mortgage Underwriting, Consumer Lending, Governance, Policy, Software Documentation, Training, Underwriting
Education
Drake University 1981 — 1985
BS, Business Administration
JPMorgan Chase & Co. January 2013 - Present
HSBC January 2011 - Present
Susquehanna International Group June 2005 - December 2010
Skills
Sybase, Database Design, ETL, VBA, PL/SQL, C#, Unix Shell Scripting, Perl, Informatica, Data Warehousing, Data Mining
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Drexel University 2004 — 2006
Master's degree, Information Technology
Mumbai University 1999 — 2003
Bachelor of Science (BS), Computer Engineering
HSBC March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Ceridian Benefits Services January 2009 - October 2011
CERIDIAN BENEFITS SERVICES October 2006 - December 2008
MetLife January 2004 - October 2006
Ameritrade January 2002 - June 2005
MetLife May 1999 - September 2001
PaineWebber August 1987 - May 1999
Skills
Auditing, Analysis
Education
East Stroudsburg University of Pennsylvania
BA, Economics
AbbVie February 2014 - Present
HSBC 2012 - 2014
Skills
Business Analysis, PMO, SDLC, Project Delivery, Requirements Analysis, Stakeholder Management
Education
Drexel University
Bachelor of Science (BS)
HSBC June 2010 - Present
Four Seasons Ltd December 2009 - March 2010
Citi Cards December 2007 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, French, Teamwork, Communication, Telephone Manner, Lotus Notes, Windows, Typing, Microsoft Office, Customer Service, Networking, Social Networking, Data Analysis, Credit Analysis
Education
Durham College 2012 — 2016
Human Resources Management, Human Resources Management and Services
Dunbarton High schoolPickering
California State University, East Bay 2015 - 2015
Creighton University August 2014 - 2015
Georgia State University August 2010 - May 2014
HSBC July 2005 - August 2008
Citibank July 1999 - October 2005
Skills
Financial Modeling, Quantitative Analytics, Financial Analysis, Strategy, Research, Marketing Strategy, Strategic Planning, University Teaching, Marketing, Statistics, Stata, Analysis, SPSS, Data Analysis, Higher Education, Leadership, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2014
Ph.D., Marketing
Purdue University 2009 — 2010
Family and Consumer Economics and Related Studies
University of Rochester 2008 — 2011
MS, Finance
Duke University 1997 — 1999
MBA, Business
Korea University 1988 — 1994
Bachelor of Business Administration (BBA)
Deutsche Bank July 2015 - Present
Deutsche Bank June 2014 - August 2014
Accenture August 2008 - August 2013
Humaneity Magazine July 2009 - September 2010
HSBC 2007 - 2007
Standard Chartered Bank March 2005 - July 2005
Skills
Telecommunications, Business Analysis, Business Process, Financial Analysis, Management Consulting, Telecommunication..., Business Development, Requirements Analysis, Business Transformation, Business Process Design, PMO, Business Process..., Business Intelligence, Financial Modeling, Solution Architecture, IT Strategy, Problem Solving, Program Management, Project Management, Strategy, Consulting, Analysis, Valuation, Leadership, Data Analysis, Corporate Finance
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Strategy and Management, Dean's List (2014 & 2015), Class of 87 and Class of 88 Scholar
Singapore Management University 2004 — 2008
Bachelor of Information Systems, Management Information Systems, General and Finance
HSBC September 2012 - Present
Brampton Brick Limited March 2012 - September 2012
York University September 2010 - April 2012
York University September 2009 - October 2011
Welcome Family Inc May 2010 - November 2010
Canadian International Immigration Services, Toronto September 2003 - July 2008
Education
East China Normal University
Bachelor's Degree, Business Management
Seneca College
Diploma of Office Administration, Executive
York University
Master's Degree, Economics
York University
Honour Bachelor's Degree, Economics
York University, International Student Center Tax
Morgan Stanley June 2014 - Present
Duke University August 2011 - May 2014
Morgan Stanley June 2013 - August 2013
Credit Suisse June 2012 - August 2012
Guosen Securities December 2011 - January 2012
Beijing Zhengda United Investment Co., Ltd June 2011 - August 2011
HSBC May 2010 - August 2010
Skills
Data Analysis, Valuation, Leadership, Analysis, Economics, Finance, Research, Microsoft Excel, PowerPoint, Training
Education
Duke University 2010 — 2014
Bachelor of Science (B.S.), B.S. of Statistics, with Distinction; B.S. of Economics Finance Concentration, with Distinction
Splawn Belting May 2006 - Present
Anderson Creek Golf Club June 2005 - November 2005
HSBC January 2004 - June 2005
Central Carolina Bank June 1999 - August 2003
Food Lion June 1997 - June 1999
Education
East Carolina University 1999 — 2003
BS, Economics, Business
HSBC August 2015 - Present
U.S. Department of Justice June 2012 - August 2015
U.S. Department of Justice April 2010 - June 2012
U.S. Department of Justice January 2009 - April 2010
U.S. Department of Justice May 2005 - December 2008
U.S. Department of Justice January 2001 - May 2005
U.S. Department of Justice February 1999 - December 2000
U.S. Navy August 1993 - January 1999
Skills
Criminal Law, International Criminal..., Litigation, Trial Practice, Courts, Trials, Negotiation, Criminal Investigations, Internal Investigations, International Law, Federal Government..., Financial Investigations, Anti Money Laundering, OFAC Sanctions Support, Anti-corruption, Anti-Narcotics, Counterterrorism, Interagency Coordination, International..., Spanish, Asset Forfeiture, mutual legal assistance, International Relations, Overseas Experience, Management, Rule of Law, Criminal Justice Sector..., Military Justice, Diplomacy, Government, Appeals, Legal Writing, Legal Research, Classified Information, Training, University Teaching
Education
Drake University Law School 1990 — 1993
Juris Doctor (J.D.), With Honors
Drake University 1986 — 1990
Bachelor of Arts (B.A.), Double Major: Int'l Relations (emphasis in Latin American Affairs & Int'l Business) & Spanish, "Excellence Award," top Spanish major award. Presidents & Deans Lists.
MSK Capital Partners LLP September 2014 - Present
Bank of America Merrill Lynch 2012 - September 2014
Bank of America Merrill Lynch June 2011 - September 2011
HSBC July 2010 - August 2010
Skills
Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Equity Research, Corporate Finance, Derivatives, Financial Analysis, Investments, Equity Valuation, Alternative Investments, Financial Markets
Education
Durham University 2009 — 2012
Bachelor of Arts (B.A.), Economics, First Class Honours
Cisco January 2013 - Present
Daheng Technology August 2010 - September 2010
HSBC July 2009 - July 2010
Skills
Software Engineering, Software Development, Java, Cloud Computing, OpenStack, Data Center, Testing, C++, Linux, C, Unix, XML, Eclipse, Shell Scripting, Image Processing, SQL, Python, Java Enterprise Edition
Education
Duke University 2010 — 2012
Master's degree, Electrical, Electronics and Communications Engineering, 3.6
The Hong Kong Polytechnic University 2006 — 2011
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician, 3.6